Valeo Financial Advisors’s AH Realty Trust AHRT Stock Holding History

Valeo Financial Advisors’s Portfolio AHRT Stock Details AHRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-750	Closed	-$12K	–	1540
2019 Q1	$12K	Hold	750	–	–	﹤0.01%	914
2018 Q4	$11K	Hold	750	–	–	﹤0.01%	849
2018 Q3	$12K	Hold	750	–	–	﹤0.01%	903
2018 Q2	$12K	Hold	750	–	–	﹤0.01%	893
2018 Q1	$10K	Hold	750	–	–	﹤0.01%	914
2017 Q4	$12K	Hold	750	–	–	﹤0.01%	783
2017 Q3	$10K	Buy	+750	New	+$10K	﹤0.01%	691

Other funds holding AHRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valeo Financial Advisors's AHRT Position: Q2 2019 in Review

Valeo Financial Advisors sold out of AH Realty Trust (AHRT) in Q2 2019, closing a stake of 750 shares — an estimated $12K sold.

Valeo Financial Advisors first reported a position in AHRT in Q3 2017 and held it in 7 quarters. The position peaked at $12K in Q1 2019. 156 funds tracked by Wall St. Rank hold AHRT as of Q2 2019.

Valeo Financial Advisors reported no remaining AH Realty Trust position as of Q2 2019 after selling out during the quarter.
Valeo Financial Advisors sold 750 AH Realty Trust shares in Q2 2019, an estimated $12K.
Valeo Financial Advisors first reported a position in AH Realty Trust in Q3 2017 and held it in 7 quarters.
Valeo Financial Advisors's AH Realty Trust position peaked at $12K in Q1 2019.
156 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2019.

Based on Valeo Financial Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.